Senior tax preparer
SF local CPA firm is a well-established, reputable, and fast-growing tax and advisory firm known for delivering high-quality, high-touch service to individuals, businesses and trusts. We’re expanding and looking for an accomplished Senior Level Tax Accountant who is ready for more than just another tax season. Senior tax preparer
Qualifications:
At least three years of tax preparation experience EA preferred (or CPA license).
Comfortable in a client facing role and working with high-net-worth individuals.
Demonstrated experience in tax compliance.
Knowledge of taxation laws as relates to 1031, QSBS, , Tax Loss Harvesting, Charitable Donations, Stock Compensation, Basis step-up, Roth IRAs, Post-tax Retirement Savings, Gifting, and Capital Gains tax planning.
A genuine desire to know our clients and help them achieve what is most important to them.
Unwavering commitment to integrity in personal and professional activities.
Excellent communication skills – both oral and written.
Attention to detail, solid organizational skills, and ability to prioritize tasks.
Experience with Lacerte a must. Please don’t apply if you have not used Lacerte to prepare returns.
Tech savvy.
Responsibilities:
Tax return preparation. Must be able to take the lead in preparing to submission/review standard 1040 returns. We are a 1040 heavy house, 1041 and 1065 experience is a plus but not essential. This is not a learning position – candidates must be “return ready.”
Liaise directly with clients in collecting all supporting tax documentation and delivering a smooth return experience for clients.
Familiarity with Estate and Gift Tax and associated planning is a major plus.
California return experience required.
Multi-state exposure highly desirable.
Preparation of tax analysis and projections especially estimated tax payments.
Work directly with clients to explain tax issues and keep clients compliant with their tax obligations.
Stay current on new tax laws and position taxpayers for short-term and long-term tax optimization.
Provide internal education and guidance to Baker Avenue’s wealth advisors.